I don't disagree with you that Intuit Link is clunky or with your opinion about the Questionnaire and Document Checklist.

When I used Intuit Link, I only used it to dispatch our own organizers and collate responses for OSI.  Even then, you need the invite to create that segregation between tax years.

I have since joined others who ditched Intuit Link in favor of portals that are more user-friendly and flexible but do keep up with its development.